Sample Templates and Information

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The “Wow” Factor:

Applying the Ritz-Carlton Customer Service Model to Academic Advising

Sample Email Templates and Information

Kelly Roy

Florida Atlantic University

The following templates and information offer a quick and easy way for advisors to compose thorough and informative emails to students. In addition to extraordinary advising sessions, well written emails are another way in which advisors can provide a “wow” experience to students. One can simply copy and paste the templates and information that are applicable for a specific student, and then make adjustments as needed.

Follow Up Email from Phone Advising Session: Dear Student,

Per our phone conversation, here is a recap of what was discussed:

 Missing transcripts - Please be sure to have a paper copy (not electronic) of your final transcript from (school) sent to FAU once your AA degree has been awarded.

 You are interested in pursuing the accounting major. You are currently declared as pre-business, and will be able to declare your accounting major once the following conditions have been met: 60 credits, 2.5 FAU GPA, and all pre-business courses completed. See that attached Accounting Program Sheet for the full outline of requirements.

 Spring 2015 recommended courses: o ECO 2013 – Macroeconomics o ACG 2021 – Accounting I (Financial)

o MAC 2233 – Methods of Calculus or STA 2023 – Introductory Statistics

o MAN 3025 – Management and Organizational Behavior or BUL 4421 – Business Law I  Potential Summer 2015 courses:

o ACG 2071 – Accounting II (Managerial) (recommended)

o MAC 2233 or STA 2023 (whichever one you don’t take in the spring) (recommended) o MAN 3025 or BUL 4421 (whichever one you don’t take in the spring)

 Foreign Language Admissions Requirement (FLENT) - If you passed 2 years of the same foreign language in high school, that will satisfy the foreign language admissions requirement. Please contact your High School to have an official transcript sent to FAU. Otherwise, you will be

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required to complete the 2nd_{semester or higher of a foreign language at FAU or prove}

competency in a foreign language in order to graduate.

 Accounting Competency Exam (ACCE) – The ACCE must be passed before you can take upper division accounting courses. It is based on the first 5 chapters of Accounting I and can be taken any time after you complete the ACG 2021 course. A score of 70% (21 out of 30) is required to pass the exam. You can find more information about it here: https://www.fau.edu/testing/all-tests/accounting.php

Additionally, there is a free Study Guide/Test Review available on blackboard. Here is how you can find it:

o Select the “Courses” tab

o Select the “College of Business” folder

o Select “COB_ACER” from the list of course options o Select “enroll”, then “submit” on the following page

 Transfer Orientation Hold – This hold will be removed upon completion of the in-person or online orientation. You will not be able to register for classes until this hold is removed. For orientation questions, please contact:

Office of New Student Orientation

Location: Student Union Building, Room 204 Phone: 561-297-2733

Email: [email protected]

 Immunization Hold – You must submit all of your immunization records to the Immunization Office in order to have this hold removed. You will not be able to register for classes until this hold is removed.

For immunization questions, please contact: Immunization Office

Location: Student Support Services Building (SU-80), Room 114 Phone: 561-297-0049

 Veteran’s Affairs – The VA representative should be able to guide you through whichever processes/paperwork is necessary to receive your GI Bill benefits at FAU.

For Veteran’s Affairs questions, please contact: Office of Military & Veteran’s Affairs

Location: Student Services Building (SSB #8), Room 229 Phone: 561-297-3540

I hope this helps. Please let me know if you have any questions or concerns. Best,

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Fully Online Course Registration Errors Dear (Student),

Registration for fully online courses is restricted to students who are declared in the fully online program. Fully online students get preference for these courses, however the courses open to

traditional students for registration on (date) for the (semester). You may try to register for the courses at that time. I recommend that you register for alternate courses or sections in the meantime, as there is no guarantee that any seats will be available in the fully online sections when they open to traditional students.

Please let me know if you have any questions or concerns. Best,

Kelly

Application for Degree Dear (Student),

Your Application for Degree for (semester & year) graduation has been processed and sent to the Registrar’s Office. You will be receiving correspondence from the Registrar’s and/or Graduation Offices sometime in the next few months. Please check your email frequently, and be sure to reply to any correspondence regarding graduation and the commencement ceremony.

Kelly

Graduation Audit Dear (Student),

Attached is a copy of your Graduation Audit for your review. As a reminder, you must submit your Application for Degree, also attached, within the first 3 weeks of the semester in which you intend to graduate. The application deadline for (semester & year) is (date).

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Foreign Language Requirements Dear (Student),

All FAU students are required to have passed at least 2 years of the same foreign language in high school. If this requirement is not met upon admission, then the student must pass the 2nd_{semester or}

higher of a foreign language at FAU. This requirement is called FLENT: Foreign Language Entrance. High School transcripts reflecting the completed foreign language must be submitted to FAU to satisfy the requirement.

Completion of foreign language at the college level is only required for 2 majors within the College of Business: International Business & Trade and General Economics. This requirement is called FLEX: Foreign Language Exit.

Kelly

3rd_{Attempt Request}

Dear (Student),

Your request to attempt (course) for a 3rd_{time in (semester) has been approved. I have provided an}

override for you to be able to register for the course. Please let me know if you have any questions or concerns. Best,

Kelly

Commons Holds

 Account Balance Hold – This hold means that you have a balance due either from previous semester’s courses, parking tickets, or an on campus service such as the health center. You will not be able to register for classes until this hold is removed.

For account balance questions, please contact:

Office of the Controller – Student Financial Services

 Transfer Orientation Hold – This hold will be removed upon completion of the in-person or online orientation. You will not be able to register for classes until this hold is removed. For orientation questions, please contact:

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Office of New Student Orientation

Location: Student Union Building, Room 204 Phone: 561-297-2733

 Orientation Advising Hold – This hold will be removed once you have been advised for the upcoming semester. You can be advised either before, during, or after you complete your orientation, though it’s recommended that you be advised during your orientation. You will not be able to register for classes until this hold is removed.

For advising questions, please contact: Student Academic Services College of Business

Location: Fleming West Building (FW-23), Room 102 Phone: 561-297-256

 Immunization Hold – You must submit all of your immunization records to the Immunization Office in order to have this hold removed. You will not be able to register for classes until this hold is removed.

For immunization questions, please contact: Immunization Office

 International Student’s Office Hold – International students are required to check in with the Office of International Student and Scholar Services (ISSS) when they arrive in the country and/or on campus. This hold will be removed once you check in with the ISSS office. You will not be able to register for classes until this hold is removed.

For international student questions, please contact: Office of International Student or Scholar Services

 Medical Insurance Hold – International students are required to carry medical insurance while studying in the United States. This hold will be removed once you provide proof of medical insurance to the Office of International Students and Scholar Services (ISSS). You will not be able to register for classes until this hold is removed.

For medical insurance questions, please contact:

Office of International Student or Scholar Services

Common Departmental Referrals

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Location: Science Building (SE), Room 234 Phone: 561-297-3340

Language and Linguistics Department

Location: Culture and Society Building (CU-97), Room 232 Phone: 561-297-3860

Career Development Center

College of Business – Internship Coordinator Barbara Sageman

561-297-4388 [email protected]

University Advising Services

Office of the Controller – Student Financial Services

Office of Military & Veteran’s Affairs

Location: Student Services Building (SSB #8), Room 229 Phone: 561-297-3540

College of Business – Accounting Department Location: Barry Kaye Hall (KH-25), Room 119 Phone: 561-297-3636

College of Business – Economics Department Location: Barry Kaye Hall (KH-25), Room 141 Phone: 561-297-3220

College of Business – Finance Department Location: Barry Kaye Hall (KH-25), Room 137 Phone: 561-297-3995

College of Business – Information Technology & Operations Management Department Location: Fleming Hall (FL-24), Room 219

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Phone: 561-297-3191 Email: [email protected]

College of Business – Management Department Location: Fleming West (FW-23), Room 127 Phone: 561-297-3654

College of Business – Marketing Department Location: Fleming Hall (FL-24), Room 201 Phone: 561-297-3036

College of Business – Business Communications Departments Location: Fleming Hall (FL-24), Room 348B

Phone: 561-297-3940

How to make an appointment:

1. Log into your MyFAU account 2. Click on the Success Network tab 3. Click on Success Network Circle 4. Click on Schedule a Meeting

5. On the right hand side of the page, choose “My Success Network”

6. From the list, choose a Primary Advisor, then click on “Schedule Appointment” 7. Choose a time, then click “Sign up”